|
76
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$36.7M
|
+$757K
|
+10,408
|
+2%
|
|
|
77
|
Jones Financial Companies
Des Peres,
Missouri
|
$35.8M
|
+$7.06M
|
+97,032
|
+29%
|
|
|
78
|
Steward Partners Investment Advisory
New York
|
$35.2M
|
+$807K
|
+11,104
|
+3%
|
|
|
79
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$33.7M
|
+$1.53M
|
+20,984
|
+5%
|
|
|
80
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$33.6M
|
-$230K
|
-3,160
|
-0.8%
|
|
|
81
|
Marotta Asset Management
Charlottesville,
Virginia
|
$33.6M
|
-$3.69M
|
-50,696
|
-11%
|
|
|
82
|
Congress Wealth Management
Boston,
Massachusetts
|
$33.3M
|
+$5.38M
|
+73,984
|
+23%
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.7M
|
+$533K
|
+7,328
|
+2%
|
|
|
84
|
SBI Securities
Tokyo,
Japan
|
$32.6M
|
-$1.3M
|
-17,928
|
-4%
|
|
|
85
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32M
|
-$654K
|
-8,992
|
-2%
|
|
|
86
|
Winthrop Capital Management
Carmel,
Indiana
|
$30.8M
|
+$1.5M
|
+20,600
|
+6%
|
|
|
87
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$28.8M
|
-$1.7M
|
-23,328
|
-6%
|
|
|
88
|
Circle Wealth Management
Summit,
New Jersey
|
$28.6M
|
+$24.6M
|
+338,336
|
+5,053%
|
|
|
89
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$28.6M
|
+$706K
|
+9,704
|
+3%
|
|
|
90
|
Portfolio Strategies
Monsey,
New York
|
$27.9M
|
-$395K
|
-5,432
|
-2%
|
|
|
91
|
|
$27.6M
|
+$4.63M
|
+63,728
|
+24%
|
|
|
92
|
IEQ Capital
Foster City,
California
|
$27.5M
|
-$3.58M
|
-49,256
|
-13%
|
|
|
93
|
Wiser Wealth Management
Marietta,
Georgia
|
$27.5M
|
+$3.11M
|
+42,784
|
+15%
|
|
|
94
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.3M
|
+$3.63M
|
+49,928
|
+18%
|
|
|
95
|
CVA Family Office
Denver,
Colorado
|
$26.3M
|
-$345K
|
-4,744
|
-1%
|
|
|
96
|
Keebeck Wealth Management
Chicago,
Illinois
|
$25.9M
|
-$88.4K
|
-1,216
|
-0.4%
|
|
|
97
|
First Merchants Corp
Muncie,
Indiana
|
$25.6M
|
-$2.78M
|
-38,232
|
-11%
|
|
|
98
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$25.4M
|
-$41.3K
|
-568
|
-0.2%
|
|
|
99
|
Pathstone Holdings
Englewood,
New Jersey
|
$25.3M
|
-$1.73M
|
-23,744
|
-7%
|
|
|
100
|
The Wealth Group
Eden Prairie,
Minnesota
|
$25.2M
|
-$884K
|
-12,152
|
-4%
|
|
